Greg Tuorto, portfolio manager at Goldman Sachs Asset Management Greg Tuorto offers some insight into using the barbell strategy for the small-cap area of the market as well.

Morgan Stanley has published an update to its Latin American model portfolio, which incorporates a more diversified approach ...

The DBS Barbell Strategy has consistently outperformed its peers since its inception. By the end of 2024, the performance of the strategy (with returns of ~14%) ranked 6th out of 172 peers ...

Morgan Stanley outlined the investing strategy for investors heading into 2025 this week. Mike Wilson, the bank's CIO, recommended a barbell portfolio for investors to balance risk. He said the ...

In his last assignment, his portfolio outperformed the S&P 500 Index by over 5% annually. Before joining the financial newsletter industry, Barbell Alpha dedicated 8 years working with hedge funds.

NVAX remains a speculative, high risk/high reward stock that could be of use in a barbell portfolio (maintain Hold). The company finally came to its senses and has altered its path for the good ...

Instead, a barbell portfolio of BTC and memes has outperformed other strategies. Cred notes that ETH/BTC has shown unusual weakness, whereas it typically thrives in a risk-on environment.

In bond investing, a barbell is a split between short-and-long dated maturities. I think we have a new barbell here: One that balances investments in innovation with those for inflation protection.